Understanding the Supply Chain Warehouse Delivered Discoverer Reports

This chapter discusses the delivered Discoverer reports for the Supply Chain Warehouse.

Delivered Report Content for the Supply Chain Warehouse

PeopleSoft delivers the Supply Chain Warehouse Discoverer reports with the Discoverer End User Layer (EUL). Workbooks group reports, or “worksheets,”. This chapter provides detailed information about the Discoverer reports delivered with the Supply Chain Warehouse, listed by subject area.

PeopleSoft Supply Chain Warehouse Discoverer reports are grouped by the following subject areas:

Supply Chain Planning
Inventory
Manufacturing
Procurement
Spend
Fulfillment and Billing

See Oracle Business Intelligence Discoverer Plus User's Guide

See Understanding Report Content.

Supply Chain Planning Delivered Discoverer Reports

PeopleSoft provides the following Supply Chain Planning Discoverer reports:

Order Fulfillment Compliance
Production Compliance
Inventory Level Compliance
Capacity Utilization Compliance
Inter-unit Transfers Compliance
Purchasing Compliance

Order Fulfillment Compliance Report

The Order Fulfillment Compliance report is built using the Supply Chain Planning - Order Fulfillment Compliance business area. With this report you can answer business questions such as “How much have the planned quantities and dates changed from the actual execution?”

This section discusses the elements in the Order Fulfillment Compliance report.

Order Fulfillment Compliance Report Content

This table lists the content in the Order Fulfillment Compliance report:

Name	Type	Folder/Item
Customer	Attribute	Order Fulfillment Compliance/Customer
Item	Attribute	Order Fulfillment Compliance/Item Description
Actual Ship Quantity	Metric	Order Fulfillment Compliance/ Actual Ship Quantity
Planned Ship Quantity	Metric	Order Fulfillment Compliance/ Planned Ship Quantity
Requested Ship Quantity	Metric	Order Fulfillment Compliance/ Requested Ship Quantity
Actual to Plan Quantity Deviation	Metric	Order Fulfillment Compliance/ Actual to Plan Quantity Deviation
Actual to Request Quantity Deviation	Metric	Order Fulfillment Compliance/ Actual to Request Quantity Deviation
Actual to Plan Time Deviation	Metric	Order Fulfillment Compliance/ Actual to Plan Time Deviation
Actual to Request Time Deviation	Metric	Order Fulfillment Compliance/ Actual to Request Time Deviation

Filter Elements

There are no the filter elements in the Order Fulfillment Compliance report.

Production Compliance Report

The Production Compliance report is built using the Supply Chain Planning - Production business area. With this report you can answer business questions such as “How much has the plan changed from actual execution?” “How much has the actual execution deviated from the original plan?”

This section discusses the elements in the Production Compliance report.

Report Content

This table lists the content in the Production Compliance report:

Name	Type	Folder/Item
Item	Attribute	Dimension Item/ Item Desc
Manufacturing Business Unit	Attribute	Dimension Business Unit Manufacturing/ MFG Business Unit Desc
Actual Unit Cost	Metric	Fact Production Compliance/ Actual Unit Cost
Actual Production Quantity	Metric	Fact Production Compliance/ Actual Production Quantity
Planned Production Quantity	Metric	Fact Production Compliance/ Planned Production Quantity
Production Quantity Deviation	Metric	Fact Production Compliance/ Production Quantity Deviation
Production Cost Deviation	Metric	Fact Production Compliance/ Production Cost Deviation

Filter Elements

This table lists the filter elements in the Production Compliance report:

Name	Type	Definition
Prompt on Item	Prompt	Prompts users to select element(s) from a list of items.
Prompt on Manufacturing Business Unit	Prompt	Prompts users to select element(s) from a list of manufacturing business units.

Inventory Level Compliance Report

The Inventory Level Compliance report is built using the Supply Chain Planning - Inventory business area. With this report you can answer business questions such as “Which items are the most out of compliance with defined inventory levels for each product?”

This section discusses the elements in the Inventory Level Compliance report.

Report Content

This table lists the content in the Inventory Level Compliance report:

Name	Type	Folder/Item
Inventory Business Unit	Attribute	Dimension Business Unit Inventory/Inventory Business Unit Desc
Item	Attribute	Dimension Item/Item Desc
Actual Ending Quantity	Metric	Fact Inventory Compliance/ Actual Ending Quantity
Planned Ending Quantity	Metric	Fact Inventory Compliance/ Planned Ending Quantity
Ending Inventory Deviation	Metric	Fact Inventory Compliance/ Ending Inventory Deviation

Filter Elements

This table lists the filter elements in the Inventory Level Compliance report:

Name	Type	Definition
Prompt on Inventory Business Unit	Prompt	Prompts users to select element(s) from a list of inventory business units.
Prompt on Item	Prompt	Prompts users to select element(s) from a list of items.

Capacity Utilization Compliance Report

The Capacity Utilization Compliance report is built using the Supply Chain Planning - Production Capacity business area. With this report you can answer business questions such as “Which work centers are most out of compliance?”

This section discusses the elements in the Capacity Utilization Compliance report.

Report Content

This table lists the content in the Capacity Utilization Compliance report:

Name	Type	Folder/Item
Manufacturing Business Unit	Attribute	Dimension Business Unit Manufacturing/MFG Business Unit Desc
Work Center	Attribute	Dimension Work Center/Work Center Desc
Actual Utilized Capacity	Metric	Fact Production Capacity Compliance/ Actual Utilized Capacity
Planned Production Capacity	Metric	Fact Production Capacity Compliance/ Planned Production Capacity
Planned Utilized Capacity	Metric	Fact Production Capacity Compliance/ Planned Utilized Capacity
Capacity Utilization Deviation	Metric	Fact Production Capacity Compliance/ Capacity Utilization Deviation
Percentage of Capacity Utilization Deviation	Metric	Fact Production Capacity Compliance/ Percentage of Capacity Utilization Deviation

Filter Elements

This table lists the filter elements in the Capacity Utilization Compliance report:

Name	Type	Definition
Prompt on Manufacturing Business Unit	Prompt	Prompts users to select element(s) from a list of manufacturing business units.
Prompt on Work Center	Prompt	Prompts users to select element(s) from a list of work centers.

Inter-unit Transfers Compliance Report

The Inter-unit Transfers Compliance report is built using the Supply Chain Planning - Inventory Transfer business area. With this report you can answer business questions such as “Which business units have the most unplanned transfers?”

This section discusses the elements in the Inter-unit Transfers Compliance report.

Report Content

This table lists the content in the Inter-unit Transfers Compliance report:

Name	Type	Folder/Item
Inventory From Business Unit	Attribute	Dimension Business Unit Inventory From/ Inventory From Business Unit Desc
Inventory To Business Unit	Attribute	Dimension Business Unit Inventory To/ Inventory To Business Unit Desc
Item	Attribute	Dimension Item/ Item Desc
Actual Transfer Quantity	Metric	Fact Inventory Transfer Compliance/ Actual Transfer Quantity
Planned Transfer Quantity	Metric	Fact Inventory Transfer Compliance/ Planned Transfer Quantity
Transfer Quantity Deviation	Metric	Fact Inventory Transfer Compliance/ Transfer Quantity Deviation

Filter Elements

This table lists the filter elements in the Inter-unit Transfers report:

Name	Type	Definition
Prompt on Item	Prompt	Prompts users to select element(s) from a list of items.

Purchasing Compliance Report

The Purchasing Compliance report is built using the Supply Chain Planning - Purchasing business area. With this report you can answer business questions such as “Which items and suppliers have the largest cost deviations?”

This section discusses the elements in the Purchasing Compliance report.

Report Content

This table lists the content in the Purchasing Compliance report:

Name	Type	Folder/Item
Item	Attribute	Dimension Item/ Item Desc
Purchasing Business Unit	Attribute	Dimension Business Unit PO/ PO Business Unit Desc
Supplier	Attribute	Dimension Supplier/ Supplier Desc
Actual Purchase Order Quantity	Metric	Fact Purchasing Compliance/ Actual Purchase Order Quantity
Actual Voucher Quantity	Metric	Fact Purchasing Compliance/ Actual Voucher Quantity
Actual Voucher Cost	Metric	Fact Purchasing Compliance/ Actual Voucher Cost
Purchase Order Price	Metric	Fact Purchasing Compliance/ Purchase Order Price
Planned Purchase Order Quantity	Metric	Fact Purchasing Compliance/ Planned Purchase Order Quantity
Purchase Quantity Deviation	Metric	Fact Purchasing Compliance/ Purchase Quantity Deviation
Purchase Cost Deviation	Metric	Fact Purchasing Compliance/ Purchase Cost Deviation

Filter Elements

This table lists the filter elements in the Purchasing Compliance report:

Name	Type	Definition
Prompt on Item	Prompt	Prompts users to select element(s) from a list of items.
Prompt on Purchasing Business Unit	Prompt	Prompts users to select element(s) from a list of purchasing business units.
Prompt on Supplier	Prompt	Prompts users to select element(s) from a list of supplier.

Additional Features

This section describes the additional analysis features in the Purchasing Compliance report:

Group sort the data by Supplier (ascending).
Then group sort by Item (ascending).

Inventory Delivered Discoverer Reports

PeopleSoft provides the following Inventory Discoverer reports:

Inventory Accuracy for Enterprise1
Inventory Accuracy for Enterprise
Inventory Demand
Inventory Turns
Inventory Movement

Inventory Accuracy for Enterprise1 Report

The Inventory Accuracy for Enterprise1 report is built using the Inventory - Inventory Ledger business area. With this report you can answer business questions such as “How accurate is my inventory application count versus physical count?” and “Which inventory items have the best or worst accuracy?”

This section discusses the elements in the Inventory Accuracy for Enterprise1 report.

Report Content

This table lists the content in the Inventory Accuracy for Enterprise1 report:

Name	Type	Folder/Item	Derivation
Business Unit	Attribute	Inventory Accuracy/Business Unit Desc	N/A
Item	Attribute	Fact Inventory Ledger/Item Desc	N/A
Transaction Date	Attribute	Dimension Day Transaction Date/Transaction Day Date	N/A
Inventory Accuracy (Enterprise1)	Metric	N/A	Primary UOM Quantity SUM/100

Filter Elements

This table lists the filter elements in the Inventory Accuracy for Enterprise1 report:

Name	Type	Definition
Inventory Document Type	Condition	The condition that filters for the inventory type of document, as opposed to others such as a sales order or purchase order.

Additional Features

This section describes the additional analysis features in the Inventory Accuracy for Enterprise1 report.

Drillable Item hierarchy.
Page-By
- Transaction Date attribute
- Business Unit attribute

Inventory Accuracy for Enterprise Report

The Inventory Accuracy for Enterprise is built on the Inventory - Inventory Accuracy business area. With this report you can answer business questions such as “What are balance base and discount amount by business unit?” and “How does the gross base amount compare to the prepaid base amount for a specified supplier?”

This section discusses the elements in the Inventory Accuracy for Enterprise report.

Report Content

This table lists the content in the Inventory Accuracy for Enterprise report:

Name	Type	Folder/Item
Business Unit	Attribute	Inventory Accuracy/Business Unit Desc
Item	Attribute	Inventory Accuracy/Item Desc
Quantity Count	Metric	Inventory Accuracy/ Quantity Count
Quantity On Hand	Metric	Inventory Accuracy/ On Hand Quantity
Average Accuracy	Metric	Inventory Accuracy/ Average Accuracy
Cycle Event Count	Metric	Inventory Accuracy/ Cycle Event Count

Filter Elements

There are no the filter elements in the Inventory Accuracy for Enterprise report.

Additional Features

This section describes the additional analysis features in the Inventory Accuracy for Enterprise report:

Drillable Item hierarchy
Page-By (Business Unit)

Inventory Demand Report

The Inventory Demand report is built on the Inventory - Inventory Transaction business area. With this report you can answer business questions such as “What is the gross base amount paid by business unit?” and “How do the payments compare for different payment methods within a supplier?”

This section discusses the elements in the Inventory Demand report.

Report Content

This table lists the content in the Inventory Demand report:

Name	Type	Folder/Item
Item	Attribute	Inventory Weekly Transactions/Item Desc
Business Unit	Attribute	Inventory Weekly Transactions/Business Unit Desc
Week	Attribute	Inventory Weekly Transactions/Week Count
On Hand Quantity	Metric	Inventory Weekly Transactions/On Hand Quantity
Demand Quantity	Metric	Inventory Weekly Transactions/Demand Quantity
Weekly Demand	Metric	Inventory Weekly Transactions/Weekly Demand
Weeks of Supply	Metric	Inventory Weekly Transactions/Weeks of Supply

Filter Elements

There are no the filter elements in the Inventory Demand report.

Additional Features

This section describes the additional analysis features in the Inventory Demand report:

Page-by on the following attributes:

Item
Business Unit
Week

Inventory Turns Report

The Inventory Turns report is built on the Inventory - Inventory Transaction business area. With this report you can answer business questions such as “How often does inventory turn by item or by inventory location?”

This section discusses the elements in the Inventory Turns report.

Report Content

This table lists the content in the Inventory Turns report:

Name	Type	Folder/Item
Item	Attribute	Fact Inventory Transaction/Item Desc
On Hand Quantity	Metric	Fact Inventory Transaction/ Quantity On Hand
On Hand Amount	Metric	Fact Inventory Transaction/ On Hand Amount
Issued Quantity	Metric	Fact Inventory Transaction/ Issued Quantity

Filter Elements

There are no filter elements in the Inventory Turns report.

Inventory Movement Report

The Inventory Movement report is built on the Inventory - Inventory Transaction business area. With this report you can answer business questions such as “What are the fast and slow moving items?”

This section discusses the elements in the Inventory Movement report.

Report Content

This table lists the content in the Inventory Movement report:

Name	Type	Folder/Item
Inventory Location	Attribute	Fact Inventory Transaction/Inventory Location
Received Quantity	Metric	Fact Inventory Transaction/Received Quantity
Received Cost	Metric	Fact Inventory Transaction/Received Cost
Issued Transaction	Metric	Fact Inventory Transaction/Issued Transaction Count
Issued Quantity	Metric	Fact Inventory Transaction/Issued Quantity
Received Transaction	Metric	Fact Inventory Transaction/Received Transaction Count
Inter Unit Transfer Quantity	Metric	Fact Inventory Transaction/ Inter Unit Transfer Quantity
Quantity in Transit	Metric	Fact Inventory Transaction/Quantity in Transit
Quantity on Purchase Order	Metric	Fact Inventory Transaction/Quantity on Purchase Order

Filter Elements

There are no filter elements in the Inventory Movement report.

Additional Features

This section describes the additional analysis features in the Inventory Movement report:

Page-by on the Inventory Location attribute.

Manufacturing Reports

PeopleSoft provides the following Manufacturing Discoverer reports:

Average Manufacturing Cost
Work Order Requests Versus Closed Work
Product Failure Percentage by Item and Branch Plant
Rework Cost
Cycle Time

Average Manufacturing Cost Report

The Average Manufacturing Cost is built using the Manufacturing − Manufacturing Cost business area. With this report you can answer business questions such as “Which items have excessive cost?”

This section discusses the elements in the Average Manufacturing Cost report.

Report Content

This table lists the content in the Average Manufacturing Cost report:

Name	Type	Folder/Item
Business Unit	Attribute	Average Manufacturing Cost.Business Unit Desc
Item	Attribute	Average Manufacturing Cost.Item Desc
Average Manufacturing Cost (Actual Amount)	Metric	Average Manufacturing Cost.Actual Amount
Average Manufacturing Cost (Planned Amount)	Metric	Average Manufacturing Cost.Planned Amount
Average Manufacturing Cost (Standard Amount)	Metric	Average Manufacturing Cost.Standard Amount

Filter Elements

This table lists the filter elements in the Average Manufacturing Cost report:

Name	Type	Definition
Variance Flag	Prompt	Prompts users to select element(s) from a list of variance flags.
Parent Child Relationship	Prompt	Prompts users to select element(s) from a list of parent child relationship.
Work Order Ordered Day	Prompt	Prompts users to select element(s) from a list of work order ordered dates.

Work Order Requests Versus Closed Work Order Report

The Work Order Requests Versus Closed Work Order report is built using the Manufacturing − Requested Versus Closed Work Orders business area. With this report you can answer business questions such as “How well is my manufacturing process meeting demand?”

This section discusses the elements in the Work Order Requests Versus Closed Work Order report.

Report Content

This table lists the content in Work Order Requests Versus Closed Work Order report:

Name	Type	Folder/Item	Definition
Business Unit	Attribute	Requested Vs Closed Work Orders.Business Unit Desc	N/A
Item	Attribute	Requested Vs Closed Work Orders.Item Desc	N/A
Number of Work Orders Requested	Metric	Requested Vs Closed Work Orders.Number of Work Orders Requested	N/A
Number of Work Orders Closed	Metric	Requested Vs Closed Work Orders.Number of Work Orders Closed	N/A
Number of Work Orders Open	Metric	Requested Vs Closed Work Orders.Number of Work Orders Open	N/A
Close Rate Percent	Metric	N/A	Requested Vs Closed Work Orders.Closed%/Requested Vs Closed Work Orders.Requested%

Filter Elements

This section describes filter elements in the Work Order Requests Versus Closed Work Order report:

Name	Type	Definition
Work Order Requested Day	Prompt	Prompts users to select element(s) from a list of work order requested dates.

Product Failure Percentage by Item and Branch Plant Report

The Product Failure Percentage by Item and Branch Plant is built using the Manufacturing − Manufacturing Cost business area. With this report you can answer business questions such as “How often are product failures occurring in manufacturing?”

This section discusses the elements in the Product Failure Percentage by Item and Branch Plant report.

Report Content

This table lists the content in the Product Failure Percentage by Item and Branch Plant report:

Name	Type	Folder/Item
Business Unit	Attribute	Product Failure.Business Unit Desc
Item	Attribute	Product Failure.Item Desc
Product Failure by Item and Branch Plant	Metric	Product Failure. Product Failure by Item & Branch Plant

Filter Elements

This table lists the filter elements in the Product Failure Percentage by Item and Branch Plant report:

Name	Type	Definition
Item	Prompt	Prompts users to select element(s) from a list of items.
Work Order Ordered Day	Prompt	Prompts users to select element(s) from a list of work order ordered dates.

Rework Cost Report

The Rework Cost report is built using the Manufacturing − Manufacturing Cost business area. With this report you can answer business questions such as “What is the rework cost per product? Per business unit?”

This section discusses the elements in the Rework Cost report.

Report Content

This table lists the content in the Rework Cost report:

Name	Type	Folder/Item
Business Unit	Attribute	Rework Cost.Business Unit Desc
Item	Attribute	Rework Cost.Item Desc
Rework Cost (Completed Amt)	Metric	Rework Cost.Completed Amount
Rework Cost (Current Amt)	Metric	Rework Cost.Current Amount
Rework Cost (Planned Amt)	Metric	Rework Cost.Planned Amount
Rework Cost (Scrapped Amt)	Metric	Rework Cost.Scrapped Amount
Rework Cost (Standard Amt)	Metric	Rework Cost.Standard Amount

Filter Elements

This table lists the filter elements in the Rework Cost report:

Name	Type	Definition
Work Order Ordered Day	Prompt	Prompts users to select element(s) from a list of work order ordered dates.

Cycle Time Report

The Cycle Time report is built using the Manufacturing − Cycle Time business area. With this report you can answer business questions such as “How much time does it take to complete work orders?”

This section discusses the elements in the Cycle Time report.

Report Content

This table lists the content in the Cycle Time report:

Name	Type	Folder/Item
Business Unit	Attribute	Dimension Business Unit.Business Unit Desc
Item	Attribute	Dimension Inventory Item.Item Desc
Work Order Cycle Time	Metric	Fact Work Order Master.Work Order Cycle Time
Completed Work Orders	Metric	Fact Work Order Master.Document Number

Filter Elements

This table lists the filter elements in the Cycle Time report:

Name	Type	Definition
Work Order Ordered Day	Prompt	Prompts users to select element(s) from a list of work order ordered dates.

Procurement Delivered Discoverer Reports

PeopleSoft provides the following Procurement Discoverer reports:

Purchase Quantity and Amount
Supplier Quality
Supplier Delivery Performance
Supplier Invoice Accuracy
Requisition to Check Performance
Matching Analysis

Purchase Quantity and Amount Report

The Purchase Quantity and Amount is built using the Procurement − Purchase Order Line business area. With this report you can answer business questions such as “What is the total amount ordered from a specific supplier over a specified time period?”

This section discusses the elements in the Purchase Quantity and Amount report.

Report Content

This table lists the content in the Purchase Quantity and Amount report:

Name	Type	Folder/Item
Item	Attribute	Dimension Item / Item Desc
PO Business Unit	Attribute	Dimension Business Unit PO / PO Business Unit Desc
Supplier	Attribute	Dimension Supplier / Supplier Desc
Ordered Quantity	Metric	Fact Purchase Order Line / PO Line Units Ordered Quantity
Shipped Quantity	Metric	Fact Purchase Order Line / PO Line Units Relieved Quantity
Received Quantity	Metric	Fact Purchase Order Line / PO Line Units Received Quantity
Ordered Amount	Metric	Fact Purchase Order Line / Ordered Amount
Shipped Amount	Metric	Fact Purchase Order Line / PO Line Relieved Amount (Base)
Received Amount	Metric	Fact Purchase Order Line / PO Line Received Amount (Base)

Filter Elements

There are no filter elements in the Purchase Quantity and Amount report:

Additional Features

This section describes the additional analysis features in the Purchase Quantity and Amount report:

Drillable Item hierarchy.
Page-by on the following attributes:
- Purchase Order Business Unit
- Supplier

Supplier Quality Report

The Supplier Quality report is built on the Procurement − Supplier Quality business area. With this report you can answer business questions such as “What is the quality level of supplier service?”

This section discusses the elements in the Supplier Quality report.

Report Content

This table lists the content in the Supplier Quality report:

Name	Type	Folder/Item	Derivation
Business Unit	Attribute	Dimension Business Unit PO / PO Business Unit Desc	N/A
Item	Attribute	Dimension Item / Item Desc	N/A
Supplier	Attribute	Dimension Supplier / Supplier Desc	N/A
Ordered Quantity	Metric	Fact Purchase Order Line / PO Line Units Ordered Quantity	N/A
Relieved Quantity	Metric	Fact Purchase Order Line / PO Line Relieved Amount (Base) Base currency	N/A
Rejected Quantity	Metric	Fact Purchase Order Ship Receipt/ Rejected Quantity	N/A
Accepted Percentage of Ordered Amount	Metric	N/A	Accepted Amount SUM/Ordered Amount SUM
Accepted Percentage of Ordered Quantity	Metric	N/A	Accepted Quantity SUM/Ordered Quantity SUM
Accepted Percentage of Shipped Amount	Metric	N/A	Accepted Amount SUM/Po Line Relieved Base Amount SUM
Accepted Percentage of Shipped Quantity	Metric	N/A	Accepted Quantity SUM/PO Line Units Relieved Quantity SUM
Inspected Percentage of Ordered Amount	Metric	N/A	Inspected Amount SUM/Ordered Amount SUM
Inspected Percentage of Ordered Quantity	Metric	N/A	Inspected Quantity SUM/Ordered Quantity SUM
Inspected Percentage of Shipped Amount	Metric	N/A	Inspected Amount SUM/Po Line Relieved Base Amount SUM
Inspected Percentage of Shipped Quantity	Metric	N/A	Inspected Quantity SUM/PO Line Units Relieved Quantity SUM
Rejected Percentage of Ordered Amount	Metric	N/A	Rejected Amount SUM/Ordered Amount SUM
Rejected Percentage of Ordered Quantity	Metric	N/A	Rejected Quantity SUM/Ordered Quantity SUM
Rejected Percentage of Shipped Amount	Metric	N/A	Rejected Amount SUM/Po Line Relieved Base Amount SUM
Rejected Percentage of Shipped Quantity	Metric	N/A	Rejected Quantity SUM/PO Line Units Relieved Quantity SUM
Returned Percentage of Ordered Amount	Metric	N/A	Fact Purchase Order Receipt.Returned Amount/"Ordered Amount SUM 1"
Returned Percentage of Ordered Quantity	Metric	N/A	Returned Quantity SUM/Ordered Quantity SUM
Returned Percentage of Shipped Amount	Metric	N/A	Fact Purchase Order Receipt.Returned Amount/Po Line Relieved Base Amount SUM
Returned Percentage of Shipped Quantity	Metric	N/A	Returned Quantity SUM/PO Line Units Relieved Quantity SUM
Returned Amount	Metric	N/A	Returned Quantity SUM*"Unit Cost (Base) SUM"

Filter Elements

There are no filter elements in the Employee Time Forecast report:

Additional Features

This section describes the additional analysis features in the Employee Time Forecast report:

Drillable Item hierarchy.
Page-by on the following attributes:
- Purchase Order Business Unit
- Supplier

Supplier Delivery Performance Report

The Supplier Delivery Performance report is built using the Procurement − Purchase Order Received business area. With this report you can answer business questions such as “What percentage of time does a supplier ship early or late?” and “Do the early or late shipments occur at the beginning or end of the month?”

This section discusses the elements in the Supplier Delivery Performance report.

Report Content

This table lists the content in the Supplier Delivery Performance report:

Name	Type	Folder/Item	Derivation
Business Unit	Attribute	Dimension Business Unit PO / PO Business Unit Desc	N/A
Item	Attribute	Dimension Item / Item Desc	N/A
Supplier	Attribute	Dimension Supplier / Supplier Desc	N/A
Number of PO Shipments	Metric	Fact Purchase Order Ship Receipt / Number of PO Shipments	N/A
Number of PO Shipments Correct	Metric	N/A	SUM(CASE WHEN Dimension Ship Receipt Completion Status.Ship Receipt Completion Status = 'Correct' THEN "Fact Purchase Order Ship Receipt".PO Counter ELSE 0 END
Number of PO Shipments Early	Metric	N/A	SUM(CASE WHEN Dimension Delivery Status.Delivery Status = 'Early' THEN "Fact Purchase Order Ship Receipt".PO Counter ELSE 0 END)
Number of PO Shipments Late	Metric	N/A	SUM(CASE WHEN Dimension Delivery Status.Delivery Status = 'Late' THEN "Fact Purchase Order Ship Receipt".PO Counter ELSE 0 END)
Number of PO Shipments On Time	Metric	N/A	SUM(CASE WHEN Dimension Delivery Status.Delivery Status = 'On Time' THEN "Fact Purchase Order Ship Receipt".PO Counter ELSE 0 END)
Number of PO Shipments On Time and Correct	Metric	N/A	SUM(CASE WHEN Dimension Ship Receipt Completion Status.Ship Receipt Completion Status = 'Correct' AND Dimension Delivery Status.Delivery Status = 'On Time' THEN "Fact Purchase Order Ship Receipt".PO Counter ELSE 0 END)
Number of PO Shipments Over shipped	Metric	N/A	SUM(CASE WHEN Dimension Ship Receipt Completion Status.Ship Receipt Completion Status = 'Overshipped' THEN "Fact Purchase Order Ship Receipt".PO Counter ELSE 0 END)
Number of PO Shipments Under shipped	Metric	N/A	SUM(CASE WHEN Dimension Ship Receipt Completion Status.Ship Receipt Completion Status = 'Undershipped' THEN "Fact Purchase Order Ship Receipt".PO Counter ELSE 0 END)
Percentage of PO Shipments Correct	Metric	N/A	Number of PO Shipments Correct/"Fact Purchase Order Ship Receipt".Number of PO Shipments
Percentage of PO Shipments Early	Metric	N/A	Number of PO Shipments Early/"Fact Purchase Order Ship Receipt".Number of PO Shipments
Percentage of PO Shipments Late	Metric	N/A	Number of PO Shipments Late/"Fact Purchase Order Ship Receipt".Number of PO Shipments
Percentage of PO Shipments On Time	Metric	N/A	Number of PO Shipments On Time/"Fact Purchase Order Ship Receipt".Number of PO Shipments
Percentage of PO Shipments On Time and Correct	Metric	N/A	"Number of PO Shipments On Time and Correct"/"Fact Purchase Order Ship Receipt".Number of PO Shipments
Percentage of PO Shipments Overshipped	Metric	N/A	Number of PO Shipments Overshipped/"Fact Purchase Order Ship Receipt".Number of PO Shipments
Percentage of PO Shipments Undershipped	Metric	N/A	Number of PO Shipments Undershipped/"Fact Purchase Order Ship Receipt".Number of PO Shipments

Filter Elements

There are no filter elements in the Supplier Delivery Performance report:

Additional Features

This section describes the additional analysis features in the Supplier Delivery Performance report:

Drillable Item hierarchy.
Page-by on the following attributes:
- Business Unit
- Supplier

Supplier Invoice Accuracy Report

The Supplier Invoice Accuracy report is built using the Procurement − Purchase Order Receipt and Voucher business area. With this report you can answer business questions such as “How often are suppliers over or under invoicing?”

This section discusses the elements in the Supplier Invoice Accuracy report.

Report Content

This table lists the content in the Supplier Invoice Accuracy report:

Name	Type	Folder/Item
Business Unit	Attribute	Dimension Business Unit PO / PO Business Unit Desc
Item	Attribute	Dimension Item / Item Desc
Supplier	Attribute	Dimension Supplier / Supplier Desc
Ordered Amount	Metric	Fact Purchase Order Receipt / Ordered Amount
Ordered Quantity	Metric	Fact Purchase Order Receipt / Ordered Quantity SUM
Voucher Amount	Metric	Fact Purchase Order Receipt / Amount Paid To Date
Voucher Quantity	Metric	Fact Purchase Order Receipt / Quantity Paid To Date

Filter Elements

There are no filter elements in the Supplier Invoice Accuracy report:

Additional Features

This section describes the additional analysis features in the Supplier Invoice Accuracy report:

Drillable Item hierarchy.
Page-by on Business Unit.

Requisition to Check Performance Report

The Requisition to Check Performance report is built using the Procurement − Requisition Analysis business area. With this report you can answer business questions such as “What is the time from requisition to receipt from supplier?”

This section discusses the elements in the Requisition to Check Performance report.

Report Content

This table lists the content in the Requisition to Check Performance report:

Name	Type	Folder/Item
Item	Attribute	Dimension Item / Item Desc
PO Business Unit	Attribute	Dimension Business Unit PO / PO Business Unit Desc
Days Required to Approval	Metric	Fact Requisition Analysis / Days Required To Approval
Days Dispatch to Receipt	Metric	Fact Requisition Analysis / Days Dispatch To Receipt

Filter Elements

There are no filter elements in the Requisition to Check Performance report:

Additional Features

This section describes the additional analysis features in the Requisition to Check Performance report:

Drillable Item hierarchy.
Page-by on the following attributes:
- Purchase Order Business Unit
- Item

Matching Analysis Report

The Matching Analysis report is built using the Procurement − Matching Analysis business area. With this report you can answer business questions such as “Which invoices are overdue and why?”

This section discusses the elements in the Matching Analysis report.

Report Content

This table lists the content in the Matching Analysis report:

Name	Type	Folder/Item	Derivation
Buyer	Attribute	Dimension Buyer/ Buyer Name	N/A
Match Rule	Attribute	Dimension Match Rule/ Match Rule Desc	N/A
Supplier	Attribute	Dimension Supplier/ Supplier Desc	N/A
Voucher Line Amount	Metric	Fact Matching Analysis/Voucher Line Amount	N/A
Invoice Age	Metric	Fact Matching Analysis/ Invoice Age	N/A
Invoice Entered Age	Metric	Fact Matching Analysis/ Invoice Entered Age	N/A
Invoice Last Update Age	Metric	Fact Matching Analysis/Invoice Last Update Age	N/A
Invoice Age Bucket	Metric	N/A	CASE WHEN Fact Matching Analysis.Invoice Age <= 30 THEN '0 - 30 days' WHEN Fact Matching Analysis.Invoice Age > 30 AND Fact Matching Analysis.Invoice Age <= 60 THEN '31 - 60 days' WHEN Fact Matching Analysis.Invoice Age > 60 AND Fact Matching Analysis.Invoice Age <= 90 THEN '61 - 90 days' WHEN Fact Matching Analysis.Invoice Age > 90 THEN '90+ days' END

Filter Elements

There are no filter elements in the Matching Analysis report.

Additional Features

This section describes the additional analysis features in the Matching Analysis report:

Group sort:

by Invoice Age Bucket (ascending)
then by Buyer (ascending).

Spend Delivered Discoverer Reports

PeopleSoft provides the following Spend Discoverer reports:

Purchase Price Variance
Contract Spend
Payment Analysis

Purchase Price Variance Report

The Purchase Price Variance report is built using the Spend − Voucher Line business area. With this report you can answer business questions such as “Which suppliers and items have the largest purchase price variance?”

This section discusses the elements in the Purchase Price Variance report.

Report Content

This table lists the content in the Purchase Price Variance report:

Name	Type	Folder/Item
Item	Attribute	Dimension Item/Item Desc
Supplier	Attribute	Dimension Supplier/Supplier Desc
Voucher Quantity	Metric	Fact Voucher Line /Units Paid To Date
Voucher Amount	Metric	Fact Voucher Line/Voucher Amount
Variance Amount	Metric	Fact Voucher Line /Purchase Price Variance

Filter Elements

There are no filter elements in the Purchase Price Variance report.

Additional Features

This section describes the additional analysis features in the Purchase Price Variance report:

Data is sorted by Variance Amount (descending).

Contract Spend Report

The Contract Spend report is built using the Spend − Voucher Line business area. With this report you can answer business questions such as ”“What are the top 20 suppliers and what is the amount of on or off contract spend with each?”

This section discusses the elements in the Contract Spend report.

Report Content

This table lists the content in the Contract Spend report:

Name	Type	Folder/Item
Supplier	Attribute	Dimension Supplier/Supplier Desc
Voucher Amount Under Contract	Metric	Fact Voucher Line/ Voucher Amount Under Contract
Paid Amount Under Contract	Metric	Fact Voucher Line/Paid To Date Amount Under Contract
Voucher Amount Off Contract	Metric	Fact Voucher Line/ Voucher Amount Off Contract
Paid Amount Off Contract	Metric	Fact Voucher Line/Paid To Date Amount Off Contract

Filter Elements

There are no filter elements in the Contract Spend report.

Additional Features

This section describes the additional analysis features in the Contract Spend report:

Sort the data by Voucher Amount Under Contract attribute (descending).

Payment Analysis Report

The Payment Analysis report is built using the Spend − Voucher Line business area. With this report you can answer business questions such as “With which suppliers do we spend the most?”

This section discusses the elements in the Payment Analysis report.

Report Content

This table lists the content in the Payment Analysis report:

Name	Type	Folder/Item
Supplier	Attribute	Dimension Supplier/ Supplier Desc
Voucher Amount	Metric	Fact Voucher Line/Voucher Amount
Paid Amount	Metric	Fact Voucher Line/ Paid To Date Amount
Tax Amount	Metric	Fact Voucher Line/Tax Amount

Filter Elements

There are no filter elements in the Payment Analysis report:

Additional Features

This section describes the additional analysis features in the Payment Analysis report:

Sort the data by Paid Amount attribute (descending).

Fulfillment and Billing Delivered Discoverer Reports

PeopleSoft provides the following Fulfillment and Billing Discoverer reports:

Booking, Billing, and Backlog
Customer Returns
Order Fill Rate
Order Fulfillment
Margin Analysis

Booking, Billing, and Backlog Report

The Booking, Billing, and Backlog is built on the Fulfillment and Billing − Booking Billing and Backlog business area. With this report you can answer business questions such as “Which items generate the most sales?”

This section discusses the elements in the Booking, Billing, and Backlog report.

Report Content

This table lists the content in the Booking, Billing, and Backlog report:

Name	Type	Folder/Item
Item	Attribute	Booking Billing & Backlog. Item Desc
Order Management Business Unit	Attribute	Booking Billing & Backlog. Order Management Business Unit Desc
Booking Amount	Metric	Booking Billing & Backlog. Booking Amount
Billing Amount	Metric	Booking Billing & Backlog.Billing Amount
Backlog Amount	Metric	Booking Billing & Backlog.Backlog Amount

Filter Elements

This table lists the filter elements in the Booking, Billing, and Backlog report:

Name	Type	Definition
Item	Prompt	Prompts users to select element(s) from a list of items.
Order Management Business Unit	Prompt	Prompts users to select element(s) from a list of order management business units.

Customer Returns Report

The Customer Returns report is built using the Fulfillment and Billing − Sales Order Line business area. With this report you can answer business questions such as “Which customers are returning the most products?” and “Which products are being returned the most often?”

This section discusses the elements in the Customer Returns report.

Report Content

This table lists the content in the Customer Returns report:

Name	Type	Folder/Item	Derivation
Order Management Business Unit	Attribute	Dimension Business Unit Order Management. Order Management Business Unit Desc	N/A
Product	Attribute	Dimension Product.Product Desc	N/A
Shipped Quantity	Metric	Fact Sales Order Line.Shipped Quantity	N/A
Cancelled Quantity	Metric	Fact Sales Order Line.Cancelled Quantity	N/A
Shipped Amount	Metric	Fact Sales Order Line.Shipped Amount	N/A
Returned Amount	Metric	Fact Sales Order Line.Returned Amount	N/A
Returned Amount Percent of Shipped Amount	Metric	N/A	(Returned Amount SUM/Shipped Amount SUM)

Filter Elements

This table lists the filter elements in the Customer Returns report:

Name	Type	Definition
Order Management Business Unit	Prompt	Prompts users to select element(s) from a list of order management business units.
Product	Prompt	Prompts users to select element(s) from a list of products.

Additional Features

This section describes the additional analysis features in the Customer Returns report:

Sort the data by Returned Amount Percent of Shipped Amount (descending).

Order Fill Rate Report

The Order Fill Rate report is based on the Fulfillment and Billing − Sales Order Line business area. With this report you can answer business questions such as “What is the fill rate for each product?”

This section discusses the elements in the Order Fill Rate report.

Report Content

This table lists the content in the Order Fill Rate report:

Name	Type	Folder/Item	Derivation
OM Business Unit	Attribute	Dimension Business Unit Order Management. Order Management Business Unit Desc	NA
Product	Attribute	Dimension Product.Product Desc	NA
Ordered Quantity	Metric	Fact Sales Order Line.Ordered Quantity	NA
Shipped Quantity	Metric	Fact Sales Order Line.Shipped Quantity	NA
Percent Quantity Filled	Metric	NA	(Shipped Quantity /Ordered Quantity )

Filter Elements

This table lists the filter elements in the Order Fill Rate report:

Name	Type	Definition
Order Management Business Unit	Prompt	Prompts users to select element(s) from a list of order management business units.
Product	Prompt	Prompts users to select element(s) from a list of products.

Order Fulfillment Report

The Order Fulfillment report is built using the Fulfillment and Billing - Sales Order Line Ship business area. This report business questions such as “How well are my shipments meeting customer service expectations?”

This section discusses the elements in the Order Fulfillment report.

Report Content

This table lists the content in the Order Fulfillment report:

Name	Type	Folder/Item
Customer	Attribute	Dimension Customer.Customer
Order Management Business Unit	Attribute	Dimension Business Unit.Business Unit Desc
Percent of Shipments On Time	Metric	Fact Sales Order Ship.% of Shipments On Time
Percent of Shipments Early	Metric	Fact Sales Order Ship.% of Shipments Early
Percent of Shipments Late	Metric	Fact Sales Order Ship.% of Shipments Late
Percent of Shipments on Backorder	Metric	Fact Sales Order Ship.% or Shipments on Backorder

Filter Elements

This table lists the filter elements in the Order Fulfillment report:

Name	Type	Definition
Customer	Prompt	Prompts users to select element(s) from a list of customers.
OM Business Unit	Prompt	Prompts users to select element(s) from a list of order management business units.

Margin Analysis Report

The Margin Analysis report is built using the Fulfillment and Billing − Sales Order Line business area. With this report you can answer business questions such as “Which customers contribute the most to profit?” and “Which products produce the most profit?”

This section discusses the elements in the Margin Analysis report.

Report Content

This table lists the content in the Margin Analysis report:

Name	Type	Folder/Item	Derivation
Customer	Attribute	Dimension Customer.Customer	NA
Order Management Business Unit	Attribute	Dimension Business Unit Order Management. Order Management Business Unit Desc	NA
Product	Attribute	Dimension Product.Product Desc	NA
Net Sales Amount	Metric	Fact Sales Order Line.Net Sales Amount	NA
Net Cost Amount	Metric	Fact Sales Order Line.Net Cost Amount	NA
Profit	Metric	Fact Sales Order Line.Profit	NA

Filter Elements

This table lists the filter elements in the Margin Analysis report:

Name	Type	Definition
Customer	Prompt	Prompts users to select element(s) from a list of customers.
Order Management Business Unit	Prompt	Prompts users to select element(s) from a list of order management business units.
Product	Prompt	Prompts users to select element(s) from a list of products.

Additional Features

This section describes the additional analysis features in the Margin Analysis report:

Sort data by Profit attribute (descending).